WERBA RUBIN PAPIER WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 3K | $550.43K |
 | BK | 3K | $308.71K |
 | ABBV | 3K | $636.52K |
 | KEYS | 3K | $480.33K |
 | MRK | 3K | $226.46K |
 | AVGO | 2K | $793.10K |
 | COST | 2K | $2.15M |
 | PSA | 2K | $655.45K |
 | PG | 2K | $348.26K |
 | AEP | 2K | $245.08K |
 | TJX | 2K | $314.86K |
 | MS | 2K | $337.22K |
 | AEM | 2K | $314.03K |
 | CTAS | 2K | $381.73K |
 | MA | 2K | $1.05M |
 | PEP | 2K | $258.48K |
 | HOOD | 2K | $259.87K |
 | PSX | 2K | $242.27K |
 | AWK | 2K | $233.53K |
 | TXN | 2K | $295.13K |
Johnson & Johnson
JNJ
Shares Held
3K
Value
$550.43K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$308.71K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$636.52K
Keysight Technologies, Inc.
KEYS
Shares Held
3K
Value
$480.33K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$226.46K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$793.10K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.15M
Public Storage
PSA
Shares Held
2K
Value
$655.45K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$348.26K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$245.08K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$314.86K
Morgan Stanley
MS
Shares Held
2K
Value
$337.22K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$314.03K
Cintas Corporation
CTAS
Shares Held
2K
Value
$381.73K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.05M
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$258.48K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$259.87K
Phillips 66
PSX
Shares Held
2K
Value
$242.27K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$233.53K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$295.13K